Amrise, which hasn't been discussed on this site (I have a
position) and doesn't have a lot of history because it's a
spin-off...but I wanted to highlight that the insider buying has
been nothing but extraordinary. I had Claude look into it and
here's what it says about the insider buying: "Amrize Ltd
(AMRZ) has seen one of the most aggressive insider accumulation
patterns of any large-cap stock in the past year, with
approximately $67 million in open-market purchases across 31
transactions by at least 9 different officers and directors since
its June 2025 spinoff from Holcim — and zero sales. Chairman and
CEO Jan Jenisch has personally led the buying with roughly $63.5
million committed across five separate transactions, including
~$2.35 million purchased as recently as mid-May 2026 at prices
around $49 per share. The cluster spans the entire C-suite: CEO,
CFO, CTO, President of Building Materials, Chief Supply Chain
Officer, Chief People Officer, General Counsel, Chief Strategy
& M&A Officer, and at least one outside director. With
insiders buying through both rallies and declines — and at average
prices between $46 and $58 against a current market price in the
mid-$50s — the pattern reflects deep, sustained conviction in the
company's long-term value rather than opportunistic trading."
This is not a trading story but a fundamental story and that is
what I was pointing out in my orig. post. AMRZ is the largest
cement supplier in North America. Insider buying has been
extraordinary and now interestingly enough after the Q2 earnings
miss, those insiders are underwater w/their shares. Whether
it's building AI data centers or infrastructure/housing in this
country, at some point, cement will be needed.
AMRZ, Amrise (building materials, cement)
Posted by EricK on 4th of Jun 2026 at 02:19 pm
Amrise, which hasn't been discussed on this site (I have a position) and doesn't have a lot of history because it's a spin-off...but I wanted to highlight that the insider buying has been nothing but extraordinary. I had Claude look into it and here's what it says about the insider buying: "Amrize Ltd (AMRZ) has seen one of the most aggressive insider accumulation patterns of any large-cap stock in the past year, with approximately $67 million in open-market purchases across 31 transactions by at least 9 different officers and directors since its June 2025 spinoff from Holcim — and zero sales. Chairman and CEO Jan Jenisch has personally led the buying with roughly $63.5 million committed across five separate transactions, including ~$2.35 million purchased as recently as mid-May 2026 at prices around $49 per share. The cluster spans the entire C-suite: CEO, CFO, CTO, President of Building Materials, Chief Supply Chain Officer, Chief People Officer, General Counsel, Chief Strategy & M&A Officer, and at least one outside director. With insiders buying through both rallies and declines — and at average prices between $46 and $58 against a current market price in the mid-$50s — the pattern reflects deep, sustained conviction in the company's long-term value rather than opportunistic trading."
EricK, hey just wondering if
Posted by rmoore100 on 26th of Aug 2026 at 11:40 am
EricK, hey just wondering if you had any updates on AMRZ ? Thanks
This is not a trading
Posted by EricK on 26th of Aug 2026 at 01:57 pm
This is not a trading story but a fundamental story and that is what I was pointing out in my orig. post. AMRZ is the largest cement supplier in North America. Insider buying has been extraordinary and now interestingly enough after the Q2 earnings miss, those insiders are underwater w/their shares. Whether it's building AI data centers or infrastructure/housing in this country, at some point, cement will be needed.
Regarding AMRZ, Thanks Erick for
Posted by rmoore100 on 26th of Aug 2026 at 02:05 pm
Regarding AMRZ, Thanks Erick for your thoughts, and Thanks Matt for the chart.
Update: EricK, hey just wondering if you had any ...
Posted by matt on 26th of Aug 2026 at 11:49 am
AMRZ daily Eric - Amrize Ltd. - Registered Shares - Chart Linkhere's a chart, tested the IPO lows recently, otherwise EricK will answer as I don't know anything about the company so looking forward to his post